Primerica, Inc.
US ˙ NYSE ˙ US74164M1080

SecurityPRI / Primerica, Inc.
InstitutionBTC Capital Management, Inc.
Latest Disclosed Ownership2,797 shares
Latest Disclosed Value $ 700,593
BTC Capital Management, Inc. reports 13.70% increase in ownership of PRI / Primerica, Inc.

On April 20, 2026 - BTC Capital Management, Inc. filed a 13F-HR form disclosing ownership of 2,797 shares of Primerica, Inc. (US:PRI) valued at $700,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 2,460 shares of Primerica, Inc.. This represents a change in shares of 13.70% during the quarter. The current value of the position is $743,554 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F PRIMERICA COM 74164M108 2,797 337 13.70 701 10.06 0.0249
2026-01-15 2025-12-31 13F PRIMERICA COM 74164M108 2,460 101 4.28 636 -2.75 0.0444
2025-11-06 2025-09-30 13F PRIMERICA COM 74164M108 2,359 199 9.21 655 11.04 0.0452
2025-07-11 2025-06-30 13F PRIMERICA COM 74164M108 2,160 82 3.95 589 -0.34 0.0481
2025-04-08 2025-03-31 13F PRIMERICA COM 74164M108 2,078 -87 -4.02 591 0.68 0.0541
2025-01-23 2024-12-31 13F PRIMERICA COM 74164M108 2,165 4 0.19 588 2.62 0.0545
2024-10-21 2024-09-30 13F PRIMERICA COM 74164M108 2,161 -32 -1.46 573 10.42 0.0509
2024-07-19 2024-06-30 13F PRIMERICA COM 74164M108 2,193 -87 -3.82 519 -10.07 0.0482
2024-04-11 2024-03-31 13F PRIMERICA COM 74164M108 2,280 36 1.60 577 32.41 0.0527
2023-10-17 2023-09-30 13F PRIMERICA COM 74164M108 2,244 -202 -8.26 435 -10.12 0.0503
2023-07-11 2023-06-30 13F PRIMERICA COM 74164M108 2,446 711 40.98 484 62.96 0.0523
2023-04-07 2023-03-31 13F PRIMERICA COM 74164M108 1,735 -1,051 -37.72 298 -24.81 0.0342
2023-01-27 2022-12-31 13F PRIMERICA COM 74164M108 2,786 -201 -6.73 395 7.05 0.0475
2022-10-17 2022-09-30 13F PRIMERICA COM 74164M108 2,987 118 4.11 369 7.27 0.0482
2022-08-08 2022-06-30 13F/A-1 PRIMERICA COM 74164M108 2,869 -106 -3.56 344 -15.69 0.0421
2022-07-25 2022-06-30 13F PRIMERICA COM 74164M108 2,869 -106 344 0.0220
2022-05-06 2022-03-31 13F PRIMERICA COM 74164M108 2,975 105 3.66 408 -6.85 0.0290
2022-05-06 2022-03-31 13F PRIMERICA COM 74164M108 2,037 279
2022-02-09 2021-12-31 13F PRIMERICA COM 74164M108 2,870 2,870 438 0.0433
2021-08-02 2021-06-30 13F PRIMERICA COM 74164M108 0 -1,663 -100.00 0 -100.00
2021-05-04 2021-03-31 13F PRIMERICA COM 74164M108 1,663 -2,095 -55.75 246 -51.09 0.0275
2021-01-28 2020-12-31 13F PRIMERICA COM 74164M108 3,758 -202 -5.10 503 12.28 0.0600
2020-10-14 2020-09-30 13F PRIMERICA COM 74164M108 3,960 -13 -0.33 448 -3.66 0.0625
2020-08-04 2020-06-30 13F PRIMERICA COM 74164M108 3,973 3,973 465 0.0711
2020-05-06 2020-03-31 13F PRIMERICA COM 74164M108 0 -1,837 -100.00 0 -100.00
2020-02-13 2019-12-31 13F PRIMERICA COM 74164M108 1,837 -108 -5.55 239 -4.02 0.0340
2019-10-18 2019-09-30 13F PRIMERICA COM 74164M108 1,945 -22 -1.12 249 5.51 0.0397
2019-07-26 2019-06-30 13F PRIMERICA COM 74164M108 1,967 1,967 236 0.0382
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.